Walter & Keenan Wealth Management LLC /In/ 13F 持仓 · 2026年Q2
Walter & Keenan Wealth Management LLC /In/ 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 169 只证券，申报市值合计 4.05 亿美元。前几大持仓：AAPL（6.44%）、LLY（6.31%）、GOOG（5.03%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $26.0M | 6.44% | 89,982 | 增持 |
| 2 | LLY | ELI LILLY & CO | $25.5M | 6.31% | 21,280 | 减持 |
| 3 | GOOG | ALPHABET INC | $20.3M | 5.03% | 57,541 | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $14.8M | 3.65% | 39,868 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $13.5M | 3.34% | 36,279 | 增持 |
| 6 | JPM | JPMORGAN CHASE & CO | $12.8M | 3.17% | 39,146 | 增持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.8M | 2.91% | 23,522 | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $11.6M | 2.86% | 16,853 | 增持 |
| 9 | CSCO | CISCO SYS INC | $10.9M | 2.70% | 93,101 | 增持 |
| 10 | GOOGL | ALPHABET INC | $10.9M | 2.70% | 30,571 | 增持 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $10.5M | 2.60% | 44,478 | 增持 |
| 12 | SCHB | SCHWAB STRATEGIC TR | $9.8M | 2.42% | 338,628 | 减持 |
| 13 | VT | VANGUARD INTL EQUITY INDEX F | $9.3M | 2.31% | 59,518 | 减持 |
| 14 | WMT | WALMART INC | $9.3M | 2.31% | 82,395 | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $8.6M | 2.13% | 33,867 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $6.8M | 1.69% | 34,159 | 增持 |
| 17 | V | VISA INC | $6.8M | 1.68% | 19,788 | 增持 |
| 18 | NTRS | NORTHERN TR CORP | $6.1M | 1.50% | 34,803 | 增持 |
| 19 | ABBV | ABBVIE INC | $6.0M | 1.49% | 23,876 | 减持 |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.0M | 1.48% | 8 | 持平 |
| 21 | VYM | VANGUARD WHITEHALL FDS | $5.8M | 1.42% | 36,441 | 减持 |
| 22 | DFAT | DIMENSIONAL ETF TRUST | $5.3M | 1.31% | 75,642 | 增持 |
| 23 | RTX | RTX CORPORATION | $5.2M | 1.28% | 27,357 | 增持 |
| 24 | AMZN | AMAZON COM INC | $4.5M | 1.12% | 19,047 | 增持 |
| 25 | PG | PROCTER & GAMBLE CO | $4.2M | 1.04% | 28,752 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR